See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,347 | $99,341-75.5% | $84,750-71.3% | $273,961-91.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 12.32% | 22.93%-10.6pp | 22.78%-10.5pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,348 | $4,214-68.0% | $3,574-62.3% | $4,869-72.3% |
| Participant deferral / active EE | $9,340 | $4,269+118.8% | $3,712+151.6% | $5,287+76.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |